JWA
SNEX icon

JFS Wealth Advisors’s StoneX SNEX Stock Holding History

JFS Wealth Advisors’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.24K Buy
117
+19
+19% +$1.43K ﹤0.01% 1043
2026
Q1 		$5.24K Sell
98
-1
-1% -$51 ﹤0.01% 1181
2025
Q4 		$4.19K Buy
99
+18
+22% +$754 ﹤0.01% 1308
2025
Q3 		$3.63K Hold
81
– – ﹤0.01% 1243
2025
Q2 		$3.28K Buy
81
+13
+19% +$489 ﹤0.01% 1236
2025
Q1 		$2.29K Buy
68
+17
+33% +$570 ﹤0.01% 1419
2024
Q4 		$1.47K Buy
51
+14
+38% +$392 ﹤0.01% 1584
2024
Q3 		$901 Buy
37
+3
+9% +$71 ﹤0.01% 1716
2024
Q2 		$754 Hold
34
– – ﹤0.01% 1732
2024
Q1 		$703 Hold
34
– – ﹤0.01% 1728
2023
Q4 		$739 Sell
34
-1
-3% -$19 ﹤0.01% 1719
2023
Q3 		$679 Buy
35
+5
+17% +$92 ﹤0.01% 1679
2023
Q2 		$499 Buy
30
+10
+50% +$178 ﹤0.01% 1759
2023
Q1 		$415 Buy
20
+15
+300% +$285 ﹤0.01% 1744
2022
Q4 		$95 Buy
+5
New +$92 ﹤0.01% 1883

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

JFS Wealth Advisors's SNEX Position: Q2 2026 in Review

JFS Wealth Advisors increased its StoneX (SNEX) stake by 19% in Q2 2026, buying an estimated $1.43K and bringing the position to 117 shares worth $9.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

JFS Wealth Advisors first reported a position in SNEX in Q4 2022 and has held it in 15 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • JFS Wealth Advisors held 117 shares of StoneX worth $9.24K as of Q2 2026.
  • JFS Wealth Advisors bought 19 StoneX shares in Q2 2026, an estimated $1.43K.
  • StoneX made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1043 holding.
  • JFS Wealth Advisors first reported a position in StoneX in Q4 2022 and has held it in 15 quarters since.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.